About
A & I WEALTH MANAGEMENT offers personalized and comprehensive financial planning and investment management services to help clients achieve their financial goals and build long-term wealth. They have been in business for over 20 years and have a team of experienced financial advisors. Their services include personalized financial planning, investment management, retirement planning, estate planning, tax planning, college savings planning, and insurance services. They work with a diverse client base, including individuals, families, retirees, business owners, and high-net-worth individuals. A & I WEALTH MANAGEMENT charges a fee based on a percentage of assets under management, ensuring their interests are aligned with their clients. Their team of advisors has a range of credentials and certifications, including CFP, CFA, and CPA. A & I WEALTH MANAGEMENT values transparency and will disclose all fees and potential conflicts of interest to clients. Clients can trust that their advisors are committed to their best interests and upholding the highest standards of ethics and professionalism.
Key Takeaways
- A & I WEALTH MANAGEMENT focuses on personalized and comprehensive financial planning.
- Their goal is to help clients achieve their financial goals and build long-term wealth.
- They utilize strategic and customized approaches to managing clients' money.
Facts & Insights
A & I WEALTH MANAGEMENT has been in business for over 20 years and has a team of experienced financial advisors ready to assist clients with their financial needs.
The following table provides details on the assets under management, number of advisors, and time in business for A & I WEALTH MANAGEMENT:
Assets Under Management | Number of Advisors | Time in Business $500 million+ | 10+ | 20+ years
Financial Services Offered
- Personalized financial planning
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- College savings planning
- Insurance services
Client Types
- Individuals
- Families
- Retirees
- Business owners
- High-net-worth individuals
Fees & Compensation
A & I WEALTH MANAGEMENT charges clients a fee based on a percentage of their assets under management. This structure ensures that the advisor's interests are aligned with the client's, as their compensation is tied to the performance of the client's investments. They are committed to transparency and will fully disclose all fees and potential conflicts of interest to their clients.
Background
A & I WEALTH MANAGEMENT prides itself on its team of experienced and knowledgeable financial advisors. Their team has a range of credentials and certifications, including Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Certified Public Accountant (CPA).
Disclosures
- As licensed financial professionals, A & I WEALTH MANAGEMENT advisors are required to follow industry regulations and uphold the highest standards of ethics and professionalism. They are transparent about their business practices and will disclose any potential conflicts of interest to their clients. Clients can trust that A & I WEALTH MANAGEMENT advisors have their best interests in mind and are committed to helping them achieve financial success.
Other Information
VARIABLE ANNUITIES AND VARIABLE UNIVERSAL LIFE
Firm Facts
- Primary Business Name
- A & I WEALTH MANAGEMENT
- SEC Region
- DRO
- Organization CRD
- 148357
- SEC
- 801-69819
- Firm Type
- Registered
- CIK
- 1728031
- Total Number Of CIK Numbers
- 1
- Legal Name
- A & I FINANCIAL SERVICES, LLC